See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,389 | $115,770+153.4% | $101,248+189.8% | $158,922+84.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.51% | 56.14%-46.6pp | 46.47%-37.0pp | 302.83%-293.3pp |
| Employer contribution / active EE | $1,996 | $4,175-52.2% | $3,660-45.4% | $4,761-58.1% |
| Participant deferral / active EE | $9,219 | $4,957+86.0% | $4,370+111.0% | $5,982+54.1% |
| Admin fee / account holder | $562 | $7,245-92.2% | $5,945-90.5% | $11,246-95.0% |